Process

  • Register the death and obtain copies of the death certificate (only if instructed);
  • Arrange the funeral (only if instructed);
  • Send notifications of death to family members and friends (only if instructed);
  • Regularly visit the deceased’s unoccupied property in accordance with the terms granted by their insurance or arrange adequate household insurance for this purpose (only if instructed);
  • Assist with sorting through the deceased’s paperwork, possessions or property (only if instructed);
  • Send notifications of death to financial institutions, Government organisations, utilities and household contacts;
  • Review of all paperwork relating to assets and liabilities of the estate;
  • Ascertain whether there is any entitlement to bereavement allowances or benefits;
  • Finalise the income tax and capital gains tax position of the deceased at the date of death;
  • Review the terms of the Will and any related codicils or deeds of variation;
  • Ascertain who the beneficiaries are;
  • Identify the composition of the estate and ascertain whether a grant is needed;
  • Calculate the gross and net values of the estate and ascertain the Inheritance Tax due (if any);
  • Claim all known relevant reliefs, Nil Rate Band and Residence Nil Rate Band allowance (if applicable);
  • Preparation of the claim to transfer the unused Nil Rate Band allowance from a predeceased spouse (if applicable);
  • Preparation of the claim to transfer the unused Residence Nil Rate Band allowance from a predeceased spouse (if applicable);
  • Preparation and submission of the relevant Inheritance Tax account;
  • Drafting of the statement of truth;
  • Prepare application for a grant of probate / grant of administration;
  • Apply for the Grant of Probate / grant of administration on your behalf and deal with any queries raised from the Court;
  • Open a designated bank account for the deceased’s estate;
  • Registering the Grant with the known organisations holding assets and collecting in said assets and facilitate the sale of estate goods and property;
  • Pay the debts of the estate including outstanding tax liabilities;
  • Advise on and place a statutory advertisement;
  • Advise you of any income tax or capital gains tax for the estate during the administration period;
  • Make payment of the assets to the beneficiaries per the Will or rules of intestacy;
  • Prepare estate tax returns and notify you of any income tax or capital gains tax due;
  • Prepare full Estate accounts.